See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,506 | $54,705-84.5% | $71,209-88.1% | $84,808-90.0% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 10.28% | 35.90%-25.6pp | 282.51%-272.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $410 | $2,158-81.0% | $2,721-84.9% | $2,631-84.4% |
| Participant deferral / active EE | $1,653 | $3,030-45.4% | $4,175-60.4% | $4,212-60.7% |
| Admin fee / account holder | $15,463 | $4,863+218.0% | $5,349+189.1% | $7,344+110.6% |